Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jennifer has over 26 year of financial services experience and is the founder and CEO of SkyOak Wealth Management. SkyOak is most known for Transitional Wealth Consulting & Preservation, Comprehensive Financial Planning, Risk Averse Portfolio Management, and Corporate Services such as 401k Plans & Stock Options plans. Her team consists of licensed advisors, an attorney, and para planners who each bring a high level of expertise in a certain area of financial services. SkyOak maintains offices in Menlo Park, Newport Beach, Las Vegas, and Medford Oregon, home of the corporate office.
Robert Cheney (CRD# 2825660) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Portola Valley, CA and has over 13 years of experience in the finance industry.
Frederick Molfino (CRD# 2280316) is an Investment Advisor Representative working at Three Bridge Wealth Advisors in Portola Valley, CA and has over 25 years of experience in the finance industry.